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I hold my Certified Financial PlannerTM designation,  Chartered Life UnderwriterTM designation, as well as a Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business… Read more »
Area serviced: Smithers, BC; Prince George, BC
About Evangeline Wealth Management
As Nova Scotia’s largest independent Wealth Management Company, we also have access to a broad array of savings and investment products from all of the major Banks, Independent Investment Management Companies and… Read more »
Area serviced: Windsor, NS
Area serviced: Centreville, NS; Kentville, NS; County of Kings, NS; New Minas, NS; Wolfville, NS; Kingston, NS; Greenwood, NS
Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.… Read more »
Area serviced: White Lake, ON; Ottawa, ON
1-877-244-0255 Ext 3655
Area serviced: Fergus, ON; Guelph, ON; Orangeville, ON
I began my career as a High School teacher in 1990 but I soon realized I could make significant differences in a family’s life when I started marketing Registered Education Savings Plans in 1992.
Now, 29 years later, I provide a full range of family… Read more »
Area serviced: Halifax, NS
I started my investment career in 1982 working with Investors Group. In 2014, and with over 30 years of wealth management experience, my desire to provide unbiased advice for my clients; coupled with the opportunity to develop an enhanced and healthier… Read more »
Area serviced: Thunder Bay, ON; Vancouver, BC
As a Certified Financial Planner and Elder Planning Counselor, Shawn has been helping Canadians achieve their financial goals for over 25 years. Shawn is a graduate of the School of Business at Queens University and has also taught a variety of financial… Read more »
Area serviced: Kingston, ON
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular… Read more »
Area serviced: Brandon, MB
(204) 729-3400
Living most of my life here in Kelowna BC and working as a Financial Advisor with Thom & Associates Financial Planners has been a great adventure.  Over the past 20+ years spent in this industry, I have been blessed with very supportive professional… Read more »
Area serviced: Kelowna, BC
Area serviced: Komoka, ON; London, ON; Kitchener, ON; Niagara Falls, ON